Philadelphia Estate Planning Council

Details

Senior Wealth Planner - West Capital Management

Monday, September 10, 2018 1:51 PM |
Anonymous

West Capital Management is currently seeking a Senior Wealth Planner to work directly with current and prospective clients. The individual must currently demonstrate wealth planning expertise in one or more areas of estate planning, income tax planning, asset protection techniques, retirement planning, cash flow analysis, insurance planning, and income tax efficiency. The Senior Wealth Planner will have the ability to grow through exposure to high net worth clients with sophisticated planning needs and by working with the existing Wealth Planning team to design and implement financial planning strategies.

About the company: West Capital Management is a growing, fee-only Registered Investment Advisor (“RIA”) serving as a multi-family office for high net worth and institutional clients. The distinct Advisory, Research, and Planning departments each consist of credentialed specialists and advise clients in the areas of investments and financial planning. West Capital Management currently advises on approximately $800M assets under discretionary management for approximately 300 families and has been experiencing significant organizational growth.

Employment with West Capital Management offers:

Competitive base salary commensurate with experience

Additional performance based compensation

An opportunity to work in a dynamic, fast paced and growing environment

A focus on employee professional growth

Comprehensive health benefits package

Company sponsored retirement plan

Responsibilities:

Present directly to prospects and clients to discuss various wealth planning topics

Identify client issues, then design and implement strategies to address income tax, estate planning, retirement, asset protection, and other planning needs for high net worth clients

Primary contact for client service while providing immediate solutions or coordinating with other departments to ensure that clients’ requests are met

Work directly with the clients outside advisors, such as attorneys, CPAs, and insurance brokers in order to implement wealth planning strategies

Oversee and participate in aspects of custodial account opening, titling of assets and beneficiary designations, tax efficiency of money movement, and to proactively planning issues on behalf of clients

Conduct research on client specific solutions and prepare a memorandum for the client outlining the issue and potential solutions

Author newsletters and white papers, and participate in workshops and public speaking engagements to educate clients and market the wealth planning capabilities of the firm

Serve on the planning committee in order to improve the firm’s planning process and to expand the firm’s competency on various planning topics